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Once Upon a Time in Estate, Trusts and Guardianship


7.0 General Credit

1.0 Ethics

1.0 Technology

Certification Credits 7.0 Wills Trust and Estates

Expires 08/31/2021

·   Practical insights on many of the emerging tax and non-tax issues facing today’s estate planning professionals.·  Review of innovative planning techniques with trusts.

·  Tax benefits and implications of Qualified Opportunity Zones, planning for family entities after the Powell case and planning with retirement benefits. Creative planning ideas for charitable planning; Recent case law update that affects estates planning.


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